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Foronjy Financial

Latest statistics and disclosures from Foronjy Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEI, VGT, BSCU, BSCW, SHYG, and represent 31.02% of Foronjy Financial's stock portfolio.
Added to shares of these 10 stocks: XLK, XLY, SPYV, XLE, XLP, XLU, SHYG, XLB, IEI, BSCU.
Started 4 new stock positions in PH, FQAL, BOCT, FDMO.
Reduced shares in these 10 stocks: IWY, XLF, SPMD, XLG, , FCAL, BRK.B, BSMQ, , QQQ.
Sold out of its positions in BRK.B, XOM, SPSB.
Foronjy Financial was a net buyer of stock by $20M.
Foronjy Financial has $240M in assets under management (AUM), dropping by 4.91%.
Central Index Key (CIK): 0002040600

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Portfolio Holdings for Foronjy Financial

Foronjy Financial holds 104 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 3 7 Yr Treas Bd (IEI)	6.7	$16M	+4%	135k	119.35	View chart
Vanguard World Inf Tech Etf (VGT)	6.7	$16M		21k	753.77	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	6.7	$16M	+4%	943k	16.92	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	5.9	$14M	+5%	681k	20.88	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	5.0	$12M	+6%	280k	42.87	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	4.5	$11M	+4%	213k	50.25	View chart
Spdr Series Trust State Street Spd (SPYV)	4.3	$10M	+14%	180k	56.81	View chart
Select Sector Spdr Tr State Street Tec (XLK)	3.8	$9.1M	+92%	63k	143.97	View chart
Select Sector Spdr Tr State Street Fin (XLF)	3.7	$8.8M	-5%	160k	54.77	View chart
Select Sector Spdr Tr State Street Com (XLC)	3.1	$7.5M		64k	117.72	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	3.1	$7.4M	-7%	27k	276.94	View chart
Select Sector Spdr Tr State Street Con (XLY)	3.0	$7.1M	+91%	59k	119.41	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.9	$7.0M	+7%	45k	154.80	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	2.7	$6.3M	+5%	289k	21.95	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	2.6	$6.3M	+5%	308k	20.52	View chart
Select Sector Spdr Tr State Street Ind (XLI)	2.3	$5.6M	+7%	36k	155.12	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$5.5M		11k	487.87	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	2.3	$5.4M	+3%	71k	76.71	View chart
Spdr Series Trust State Street Spd (SPMD)	1.7	$4.0M	-11%	69k	57.91	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.6	$3.7M	-8%	63k	59.28	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.4	$3.3M	+50%	42k	77.68	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.2	$2.8M	+2%	60k	46.04	View chart
Spdr Series Trust State Street Spd (SHM)	0.9	$2.1M	+6%	43k	47.99	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$2.0M	+10%	19k	106.70	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$1.9M	-2%	24k	80.22	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.8	$1.9M	+169%	43k	44.71	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.8	$1.8M		39k	47.79	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.7	$1.8M		15k	118.16	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.7	$1.8M	+100%	41k	42.69	View chart
Spdr Series Trust State Street Spd (VLU)	0.7	$1.7M	+29%	8.3k	210.64	View chart
Spdr Series Trust State Street Spd (TFI)	0.7	$1.7M	+22%	38k	45.71	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$1.7M	+17%	16k	107.11	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.7	$1.7M	+11%	30k	57.46	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.7	$1.6M	+27%	19k	85.37	View chart
Ge Aerospace Com New (GE)	0.7	$1.6M	+5%	5.3k	308.06	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.6	$1.4M	+15%	12k	113.86	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.6	$1.3M	+7%	33k	40.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.3M	-4%	2.1k	614.45	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$1.3M		2.6k	480.64	View chart
Apple (AAPL)	0.5	$1.2M	-4%	4.2k	271.88	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.4	$1.1M	+200%	24k	45.35	View chart
NVIDIA Corporation (NVDA)	0.4	$918k		4.9k	186.50	View chart
Spdr Series Trust State Street Spd (KIE)	0.4	$900k	+7%	15k	60.15	View chart
Microsoft Corporation (MSFT)	0.4	$877k	+9%	1.8k	483.54	View chart
Ge Vernova (GEV)	0.3	$773k	+5%	1.2k	653.79	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$718k	+4%	14k	50.23	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$694k	+12%	19k	36.63	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.2	$595k	+65%	11k	55.05	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$591k	+67%	12k	47.98	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.2	$589k	NEW	12k	49.42	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$589k	+66%	12k	50.76	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$544k	+75%	15k	36.86	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.2	$498k	-39%	10k	49.31	View chart
Intuitive Surgical Com New (ISRG)	0.2	$489k		863.00	566.36	View chart
Meta Platforms Cl A (META)	0.2	$482k	+10%	730.00	660.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$462k	-2%	975.00	473.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$460k	-11%	1.5k	313.79	View chart
Oracle Corporation (ORCL)	0.2	$450k	+16%	2.3k	194.92	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.2	$431k	+4%	8.7k	49.33	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$409k	-5%	8.2k	49.65	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$402k		18k	22.43	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.2	$396k	+25%	12k	34.28	View chart
Spdr Series Trust State Street Spd (SPYX)	0.2	$393k	-2%	7.0k	56.19	View chart
Amazon (AMZN)	0.2	$389k	-2%	1.7k	230.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$370k		589.00	627.49	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$340k	-7%	7.0k	48.66	View chart
Amgen (AMGN)	0.1	$323k		986.00	327.39	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$322k	-14%	16k	20.05	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$316k	+14%	7.6k	41.70	View chart
Raytheon Technologies Corp (RTX)	0.1	$312k	-5%	1.7k	183.35	View chart
Lam Research Corp Com New (LRCX)	0.1	$307k	-15%	1.8k	171.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$299k	-4%	1.6k	190.94	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$294k	+9%	8.5k	34.66	View chart
PG&E Corporation (PCG)	0.1	$294k		18k	16.07	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.1	$287k	+4%	6.6k	43.43	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.1	$287k	+4%	6.0k	47.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$284k		415.00	684.94	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$277k	+12%	3.0k	91.39	View chart
Caterpillar (CAT)	0.1	$270k	-14%	471.00	573.11	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$270k	-43%	11k	23.65	View chart
Arista Networks Com Shs (ANET)	0.1	$265k	+2%	2.0k	131.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$263k	-3%	839.00	312.83	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$260k	+9%	3.6k	72.27	View chart
Costco Wholesale Corporation (COST)	0.1	$258k	+15%	299.00	862.43	View chart
Johnson & Johnson (JNJ)	0.1	$251k	-10%	1.2k	207.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$251k	+20%	368.00	681.96	View chart
JPMorgan Chase & Co. (JPM)	0.1	$251k	-2%	778.00	322.31	View chart
Palantir Technologies Cl A (PLTR)	0.1	$247k	+3%	1.4k	177.75	View chart
salesforce (CRM)	0.1	$245k	-9%	924.00	264.91	View chart
Tesla Motors (TSLA)	0.1	$241k	-4%	536.00	449.72	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$240k		9.9k	24.16	View chart
Danaher Corporation (DHR)	0.1	$231k	-17%	1.0k	228.84	View chart
Vanguard World Health Car Etf (VHT)	0.1	$230k	-4%	799.00	287.99	View chart
Netflix (NFLX)	0.1	$227k	+1105%	2.4k	93.74	View chart
Automatic Data Processing (ADP)	0.1	$225k		875.00	257.24	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$223k	NEW	2.7k	83.97	View chart
CVB Financial (CVBF)	0.1	$222k		12k	18.60	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$222k	NEW	2.9k	75.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$219k	-6%	11k	19.57	View chart
McKesson Corporation (MCK)	0.1	$213k	-4%	259.00	820.37	View chart
Synopsys (SNPS)	0.1	$210k	+5%	446.00	470.18	View chart
Cadence Design Systems (CDNS)	0.1	$205k	+7%	655.00	312.41	View chart
Intuit (INTU)	0.1	$202k		306.00	661.52	View chart
Parker-Hannifin Corporation (PH)	0.1	$202k	NEW	230.00	879.27	View chart

Past Filings by Foronjy Financial

SEC 13F filings are viewable for Foronjy Financial going back to 2025

Foronjy Financial 2025 Q4 filed Feb. 3, 2026
Foronjy Financial 2025 Q3 filed Oct. 22, 2025

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